What does it mean to log emails to a Contact?
Whenever you send an email to someone outside of Givebutter, you can easily log that email on the timeline of a Contact in your Givebutter Dashboard! Similarly, you can log any emails that you receive from someone.
Emails logged to a Contact using the BCC address or forwarding address are automatically associated with the Contact record with a matching email. If the email recipient is not associated with an existing Givebutter Contact, a new Contact is created automatically.
The email content and any included attachments are logged in the Contact's timeline as an event.
Using the BCC and Forwarding address
Before you get started, decide if you're going to use a BCC address or a Forwarding address.
The BCC address should be added to any emails you are sending to someone that you want to log into the receiver's Contact record.
The Forwarding address should be used when you receive an email from someone, and you want to log that email to the sender's Contact record.
For example, if I am sending an email to [email protected], and I want to record it in Jane's Contact timeline, I would use the BCC address provided and add it to the email in the BCC address line before I send it to Jane.
If Jane sends me an email from [email protected], and I want to log that email to Jane's Contact timeline, I would forward the email to the Forwarding address provided.
Finding your unique BCC and Forwarding addresses.
Log in to your Givebutter Dashboard.
Navigate to the TRACK tab in the left side panel, then click on the CONTACTS subtab.
Select ACTIONS in the right corner, and from the drop-down select LOG EMAIL.
A pop-up window will display your unique BBC address and Forwarding address.
Using the BCC address
When you send an email from your email provider, add the BCC address to the BCC line of the email. The email content will be automatically recorded to the Contact of the email receiver's timeline.
👉 FYI: To use the BCC address, the sender's email must be a user (Admin or Editor) on the account.
✅ Pro tip: If logging in the middle of an email chain, the entire chain you're replying to will be recorded whenever you BCC the address provided.
Using the Forwarding address
Before you get started, make sure the Forwarding feature is supported by your email provider (see the list below).
To use the forwarding address, your email must meet the following criteria:
You're forwarding the latest reply email (not other parts of the email chain).
The forwarded message header generated by your email client must be present.
The email address you're using to send the forwarded email must be a user (Admin or Editor) on the account.
Your email server must allow external forwarding.
If your forwarded email meets the above requirements but is still not logging into Givebutter, your email client may be incompatible with Givebutter's forwarding feature.
Email providers compatible with the Forwarding feature
Givebutter’s forwarding feature is compatible with the following email providers:
Outlook Desktop 2010-2019
Windows Live Mail
If your email client is not compatible with the forwarding feature, you will not be able to forward an email to record it in Givebutter.
✅ Pro tip: You can utilize both BCC and Forwarding addresses in one email chain! You can forward every email you receive to the provided forwarding address, or use the BCC address on any emails you're sending out. Alternatively, you can always wait until the email chain is over, and then forward the final email you receive, or BCC the final email you send. The entire chain will be recorded in the timeline as one event.